Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable.
Fee Estimator
The annual advisory fee is based on assets under management, including cash. The fee is 1.00% on the first $25 million, 0.75% on the next $25 million, and 0.50% on assets over $50 million. The minimum annual fee is $500. Fees are negotiable and may vary based on the assignment, portfolio size, services provided, and desired personal contact. Related accounts may be managed free of charge, as well as accounts of employees and their family members.
Areas of Practice
Advisor Information
Office location
1801 Century Park East, Suite 1800, Los Angeles, CA, 90067
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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